SBI Medium Term Fund vs Aditya Birla Sun Life Medium Term Fund
Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.
| Fund |  SBI Medium Term FundMedium Duration Fund · Direct planNAV ₹59.74 |  Aditya Birla Sun Life Medium Term FundMedium Duration Fund · Direct planNAV ₹48.03 |
|---|---|---|
| Returns | ||
| 1 year | 6.8% | 9.1% (best of these funds) |
| 3 yearsa year | 7.8% | 10.5% (best of these funds) |
| 5 yearsa year | 6.8% | 12.7% (best of these funds) |
| 10 yearsa year | 8.1% | 9.1% (best of these funds) |
| Risk | ||
| Volatilitya year | 1.2% (best of these funds) | 2.3% |
| Worst fall | −2.7% (best of these funds) | −12.6% |
| Best year | 13.7% | 26.6% (best of these funds) |
| Worst year | 2.2% (best of these funds) | -8.7% |
| Years in gain | 100% (best of these funds) | 90% |
| Cost and size | ||
| Expense ratio | 0.72% | 0.71% (best of these funds) |
| Fund size | ₹6,489 Cr | ₹3,319 Cr |
| Minimum SIP | ₹500 (best of these funds) | ₹1,000 |
| Lock-in | None | None |
| Portfolio | ||
| In debt | 89.2% | – |
| In cash | 4% | – |
| Holdings | 63 | – |
Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.
Biggest holdings
SBI Medium Term Fund
- 6.94% CGL 20366.9%
- 6.68% CGL 20405.6%
- Godrej Properties Ltd4.6%
- JSW Kalinga Steel Ltd4.3%
- Yes Bank Ltd3.5%
As on 31 Aug 2026
Aditya Birla Sun Life Medium Term Fund
Holdings are not available for this fund yet.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.